Sound View Wealth Advisors Group’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Sell	3,235 -635	-16%	-$58K	0.02%	346
2025 Q4	$341K	Sell	3,870 -906	-19%	-$76.5K	0.02%	333
2025 Q3	$396K	Sell	4,776 -1,299	-21%	-$104K	0.03%	305
2025 Q2	$483K	Sell	6,075 -17,486	-74%	-$1.34M	0.04%	272
2025 Q1	$1.99M	Buy	23,561 +119	+0.5%	+$9.9K	0.16%	124
2024 Q4	$1.81M	Sell	23,442 -999	-4%	-$84.2K	0.15%	124
2024 Q3	$2.1M	Buy	24,441 +5,626	+30%	+$454K	0.17%	122
2024 Q2	$1.48M	Buy	18,815 +1,465	+8%	+$119K	0.15%	129
2024 Q1	$1.5M	Buy	17,350 +5,762	+50%	+$462K	0.16%	132
2023 Q4	$912K	Buy	11,588 +445	+4%	+$32.2K	0.1%	169
2023 Q3	$803K	Sell	11,143 -3,620	-25%	-$281K	0.1%	167
2023 Q2	$1.12M	Buy	14,763 +2,517	+21%	+$181K	0.15%	131
2023 Q1	$910K	Buy	12,246 +658	+6%	+$55.8K	0.12%	157
2022 Q4	$912K	Buy	11,588 +659	+6%	+$56.5K	0.1%	169
2022 Q3	$789K	Buy	10,929 +5,814	+114%	+$418K	0.18%	120
2022 Q2	$342K	Buy	5,115 +267	+6%	+$18.8K	0.07%	205
2022 Q1	$356K	Buy	+4,848	New	+$351K	0.07%	213